TRRBX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 ETF (VOO).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRBX or VOO.
Correlation
The correlation between TRRBX and VOO is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRRBX vs. VOO - Performance Comparison
Key characteristics
TRRBX:
0.69
VOO:
0.57
TRRBX:
1.01
VOO:
0.92
TRRBX:
1.14
VOO:
1.13
TRRBX:
0.25
VOO:
0.58
TRRBX:
2.57
VOO:
2.42
TRRBX:
2.35%
VOO:
4.51%
TRRBX:
8.80%
VOO:
19.17%
TRRBX:
-49.98%
VOO:
-33.99%
TRRBX:
-19.62%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TRRBX achieves a 0.38% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, TRRBX has underperformed VOO with an annualized return of 0.50%, while VOO has yielded a comparatively higher 12.02% annualized return.
TRRBX
0.38%
-1.84%
-1.93%
5.46%
0.70%
0.50%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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TRRBX vs. VOO - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRBX vs. VOO — Risk-Adjusted Performance Rank
TRRBX
VOO
TRRBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TRRBX vs. VOO - Dividend Comparison
TRRBX's dividend yield for the trailing twelve months is around 2.66%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 2.66% | 2.67% | 2.53% | 2.80% | 1.71% | 1.49% | 2.17% | 2.30% | 1.82% | 1.86% | 1.88% | 5.75% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRBX vs. VOO - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -49.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRBX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRBX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 6.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that TRRBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.